Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Ross has been in the financial services industry since July 4, 2010. Troy is a registered representative of LPL Financial LLC in Arizona and California. Troy has experience with BANCWEST INVESTMENT SERVICES, INC. and UNIONBANC INVESTMENT SERVICES, LLC. Troy specializes in investment advice for individuals, high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
07/19/2023 - Present
LPL Financial LLC (TEMPE AZ)
AZ
03/18/2016 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (TEMPE AZ)
CA
12/06/2011 - 02/08/2016
UNIONBANC INVESTMENT SERVICES, LLC (ANAHEIM CA)
CA
04/12/2010 - 10/20/2011
CHASE INVESTMENT SERVICES CORP. (YORBA LINDA CA)
BOTH
Issued 01/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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